-55.4%
BSX vs LUV
+24.6%
-80.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +1.8% |
| 7D | +2.0% | +0.4% | +1.6% | +2.0% |
| 30D | +0.1% | -18.4% | +18.5% | -0.1% |
| 3M | -2.1% | -3.2% | +1.1% | -2.3% |
| 6M | -33.8% | -14.8% | -19.0% | -34.2% |
| YTD | -49.9% | -2.9% | -47.0% | -50.1% |
| 1Y | -55.4% | +29.6% | -85.0% | -57.0% |
| All | -55.4% | +24.6% | -80.0% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling